Comprehensive Financial Planning
Private Wealth Management
Insurance Analysis - Life - Disability - Long-Term Care Insurance
Group Benefit Analysis
Charitable Gifting Strategies
As a Financial Adviser with Eagle Strategies LLC, I can offer fee-based investment advisory services, while as an Agent with New York Life Insurance Company and Registered Representative with NYLIFE Securities LLC, I can provide commission-based product sales. Clients can choose to do business with me for the advisory services only or to implement product sales, or both.